Origin serves as an integrated solution for individuals aiming to take control of their financial journey. By offering tools for spending analysis, investment management, and estate planning, it simplifies the path to financial well-being.
The platform’s net worth tracking aggregates all your financial accounts, giving you a comprehensive view of your financial health.
Investment opportunities within Origin are tailored to suit diverse needs, from high-yield savings to curated stock bundles. The AI-driven assistant, Sidekick, enhances your financial literacy by providing timely advice and answering pertinent financial questions.
Estate planning features ensure that your assets are allocated according to your wishes, providing peace of mind for the future.